We have the span and scope to cater to your individual needs, whether basic or complex. Choose from a wide range of products and services designed with the unique needs of Financial Intermediaries and their clients in mind.

How we can help

Research and investment insight

You look for a partner who can translate the latest equity trends and currency movements into something useful. We have a global network of 900 researchers, strategists and economists to cover all key markets and asset classes. Someone is always on watch to turn market movements into compelling investment topics.

Efficiency via e-Tools for FIMs

We've developed a comprehensive technology platform to support you in your day-to-day work. Benefit from easy access to live market data and fast, secure and reliable trade execution. Plus sophisticated portfolio reporting options to help you save time. Find the right tool for your business with our interactive E-Tools wheel.

Investment products

You need choices. We offer a wide range of strictly selected investment products, both from UBS and third party providers. Need structured products? Alternative investments or private label funds? No problem, we offer these options and tailor them for external asset managers.

Geographical diversification

Your clients could benefit from diversifying their wealth internationally. Our global presence and expertise in geographical and currency diversification can help you protect their wealth in a safe and tax-compliant way.